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SBI Energy Opportunities Fund - Regular Plan - Growth

Category: Equity: Thematic-Energy Launch Date: 26-02-2024
AUM:

₹ 8,349.84 Cr

Expense Ratio

1.74%

Benchmark

NIFTY Energy TRI

ISIN

INF200KB1092

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

0

Fund Manager

Raj Gandhi, Pradeep Kesavan

Fund Performance 1Y (%) 3Y (%) 5Y (%)
SBI Energy Opportunities Fund - Regular Plan - Growth - - -
Nifty Energy TRI 66.66 30.69 23.37
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
10.3771
Last change
0.13 (1.2711%)
Fund Size (AUM)
₹ 8,349.84 Cr
Performance
2.84% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to sectors such as oil & gas, utilities and power.

Fund Manager
Raj Gandhi, Pradeep Kesavan
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Reliance Industries Ltd. 27.34
NTPC Ltd. 8.16
Reserve Bank of India% 91-D 30/05/2024 5.96
Others 5.11
Bharat Petroleum Corporation Ltd. 5.08
Petronet LNG Ltd. 4.92
Coal India Ltd. 4.71
Power Grid Corporation Of India Ltd. 3.68
Hitachi Energy India Ltd. 3.65
Gujarat State Petronet Ltd. 2.73

Sector Allocation

Sector Holdings (%)
Energy 64.02
Capital Goods 14.69
Financial 10.2
Materials 4.71
Others 3.19
Chemicals 1.85
Services 1.35

Peer Comparison

Scheme Name 5Y (%)
SBI Energy Opportunities Reg Gr 0.0
DSP Natural Resources And New Energy Reg Gr 22.96
Tata Resources & Energy Reg Gr 24.67